Professional Service Providers

 

Professional Services
At Brightworth we have extensive experience working with professional service providers in and around Atlanta, including attorneys, physicians, and Big 4 CPA partners. Our understanding of compensation, profit distribution, deferral opportunities, tax laws, and asset protection allows us to create a custom strategy to meet your long-term goals. Brightworth’s specialized processes uniquely positions us to work within your busy schedule to simplify your financial decision making on areas such as:

  • How should I structure my cash flow to balance ongoing living expenses, taxes and savings?
  • How much do I need to save outside my company plans now to capitalize on the practice I have built and make sure my lifestyle is protected when I retire?
  • Are my benefits, compensation, profit distributions and deferral opportunities integrated appropriately to help me reach my financial goals?
  • Are my hard-earned investments being professionally managed and monitored?
  • How do I position and monetize my practice optimally for transition?

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Our Expert Advisors

Tom Presley, CPA, CFP®, PFS
Wealth Advisor

Tom's public accounting background coupled with his attention to detail and his desire to help others allows him to provide clients with a clear financial understanding at the highest level of service.

Nathan Corbitt, CPA, CFA, CFP®
Wealth Advisor

Nathan’s experience as a tax advisor and keen understanding of investment strategy and economics allow him to provide individuals with a basic understanding of the most complex aspects of their financial lives.

Charlie Jordan, CPA, CFP®
Partner | Wealth Advisor

Charlie's passion for integrating retirement, estate and charitable giving strategies provides his clients with an enhanced clarity and purpose for their wealth.